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MONTAGE FINANCIAL ADVISORS

MONTAGE FINANCIAL ADVISORS INC.

CRD 308954

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$100.1M

Discretionary AUM

$100.1M

Team

3 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-20

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$3.1M
High net worth individuals29$97.0M

All web addresses on file

Official SEC filing: View on IAPD